Osborne Partners has enjoyed over 85 great years; many of our clients have been with us for decades, and others are relatively new.
We have grown and expanded our talent base dramatically, especially over the past ten years. This is an ideal time to update you on everything about this company we love.
Osborne Partners was founded in 1937, making us one of the oldest wealth management firms in the U.S..
The firm has always prided itself on managing diverse portfolios, while concentrating on outperforming especially during difficult market periods.
In all major bear markets over the decades, with 2000 and 2008 being the most noteworthy, we have navigated clients through difficult times with solid relative returns.
Over our first 65 years, OPCM grew to $350 million in client assets. During the last 18 years, the firm has grown from approximately $350 million to over $2.2 billion in assets as of 3/31/2022.
The firm has grown mostly through client and professional referrals and loyal contacts. We plan to continue this thoughtful approach to growth in the future.
Sophisticated Investment Management
Two Simple Goals:
Active Financial Planning
Our team of Certified Financial Planners® (CFP) provide guidance on a host of topics and life events.
We are most proud of our nearly 99% client retention - almost unheard of in our industry.
We have loyal clients who trust and understand our discipline.
OPCM's current partners are younger than the industry average and their average tenure with the firm is 17 years.
We intend on continuing our consistent and thoughtful growth strategy while staying independent.
We will refine and polish this jewel for decades to come,
and we thank you for being part of the Osborne Partners family!
Osborne Partners Executive Team